See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,073 | $82,664-64.8% | $125,339-76.8% | $68,494-57.6% |
| Participation rate | 26.7% | 75.0%-48.4pp | 82.4%-55.7pp | 67.9%-41.2pp |
| Annual return | -33.38% | -5.97%-27.4pp | 572.05%-605.4pp | -7.84%-25.5pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,430 | $6,110-43.9% | $7,446-53.9% | $4,027-14.8% |
| Admin fee / account holder | $2 | $6,275-100.0% | $10,010-100.0% | $5,403-100.0% |